Directory
Bookkeeping and accounting software
Filter by what your books need, then open a listing for the price check, the catch, and what to pick instead.
XBert
xbert.io
Data-quality alerts for bookkeeping firms on Xero, QuickBooks, MYOB, and FreeAgent. The client ledger stays put.
Workiva
workiva.com
Linked SEC, financial, SOX, and sustainability reports for teams that must defend the numbers. The ledger stays elsewhere.
Validis
validis.com
Pulls a client's general ledger, trial balance, AR, and AP into one audit file. Not the books.
Truss
gettruss.io
Tax organizers, binders, e-sign, and payment for US firms, with a Windows app and optional domestic 1040 prep.
Trullion
trullion.com
Lease schedules from the contract, plus footing checks on the financial statements. Quote-only. Not a ledger.
Truewind
truewind.ai
Drafts journal entries, schedules, and reconciliations into Sage Intacct or QuickBooks Online for a reviewer to sign off.
Thomson Reuters ONESOURCE
tax.thomsonreuters.com/en/onesource
Corporate provision, income tax returns, and indirect tax in the ERP. Quote-only. Not Accounting CS.
TaxGPT
taxgpt.com
Cited tax research, memos, and return review for CPA firms. Firm plans are quote-only. Not a sales-tax engine.
Soraban
soraban.com
Tax intake, workpapers, data entry into the tax software, and 8879 delivery for accounting firms.
Netgain
netgain.tech
Lease accounting and fixed assets inside NetSuite, posting journals to that general ledger.
MindBridge
mindbridge.ai
Scores every general-ledger transaction for risk so audit and finance teams review the outliers, not a random sample.
Laurel
laurel.ai
AI time capture for accounting firms: a desktop assistant drafts the timesheet, then time can flow into the billing system.
Dokka
dokka.com
AP capture, PO matching, and close agents that prepare entries in the ERP you already use.
Circit
circit.io
Audit confirmations and source bank data: send the request, track the reply, and export the evidence.
CaseWare
caseware.com
Cloud audit platform for CPA firms: one engagement file from trial balance through review and sign-off.
Abacor
abacor.com
Meeting prep, notes, and follow-up drafts for accounting firms, with the option to push updates into the practice tool you already use.
Online Payroll Software for Accountants
checkmark.com
Manage multiple clients with secure, affordable, and scalable online payroll software.
Accrual
accrual.com
The intelligence platform for ambitious accounting firms
DataSnipper
datasnipper.com
Excel add-in for audit and finance teams that extracts, matches, and traces evidence back to the source document.
Webgility
webgility.com
Posts store and marketplace orders, fees, and payouts into QuickBooks or Xero, with inventory sync and optional month-end close.
FloQast
floqast.com
Close software for accounting teams: checklists, recs, and journal entries on your ERP, with a human sign-off.
Basis
getbasis.ai
AI agents for accounting firms: first-pass close, tax, and audit on the client's ledger, with a human review before anything posts.